About MergeYourData

‍MergeYourData helps mid-market B2B companies turn their CRM into a real revenue engine. We work with companies where the data is messy, the handoffs are broken, and the pipeline doesn't reflect reality, and we fix it in a way that sticks.

We're growing at 150% YoY, and we're growing by staying lean, moving fast, and refusing to be order-takers. Our delivery pods (Account Manager + Strategist + Technologist) work together to deliver measurable outcomes for clients who expect more than maintenance.

We push each other to get better every day. Our team lives by a few key values:

• Clarity & Transparency — Confusion kills progress. We communicate clearly and surface uncomfortable truths — internally and with clients. AI is welcome, but must be disclosed on client-facing work.
• Extreme Accountability — We own outcomes, not just tasks. No blame games. When something breaks, we fix it — fast.
• Truth-Seeking — We challenge assumptions, ask better questions, and let data guide us — even when it's inconvenient.
• 1% Every Day — Progress compounds. We show up, ship, and get a little better every day.
• Seek Leverage — We focus on the small moves that create big shifts. Simplicity, precision, and repeatability win.

Role Overview

‍We're hiring an Account Manager to join our RevOps Delivery Team. You are the face of MergeYourData to every client in your portfolio. While the Strategist owns the HubSpot architecture and the Technologist owns the builds, you own the relationship — and retention starts and ends with you.

This is not a support role. You are the bridge between what our team is building and what the client needs to feel confident about. You communicate proactively, manage expectations before they become problems, and hold the line commercially when it matters. You free the strategist to think, and you make sure the client always knows what's happening and why.

Applicants who do not submit a video in their application will not be considered.

What You'll Do

• Own the Relationship — Serve as the primary point of contact for every client in your portfolio, from kickoff through renewal.
• Drive Proactive Communication — Send updates after every meaningful action taken on an account. Never let a client wonder what's happening.
• Run Client Calls — Lead all weekly syncs, QBRs, and check-ins with preparation and business acumen.
• Manage Scope Commercially — Hold the line on timelines and deliverables, push back when needed, and handle difficult conversations without damaging the relationship.
• Flag Risk Early — Spot churn signals before the client feels them and execute recovery actions before they escalate.
• Translate Both Ways — Convert client feedback into clear direction for the strategist, and convert strategy into plain language for the client.
• Drive Renewals and Expansion — Identify upsell opportunities naturally through relationship depth and demonstrate ROI consistently.

You'll Thrive Here If You...

• Send updates before clients ask for them
• Can read a relationship and adjust tone, urgency, and approach in real time
• Are comfortable having direct commercial conversations with senior stakeholders
• Use AI — specifically Claude Code — as a daily accelerator for communication, prep, and problem-solving
• Don't wait to be managed. You manage up.
• Want to grow inside a fast-moving team that holds each other accountable

You're Not a Good Fit If You...

• Think account management means being warm and responsive but not commercially sharp
• Wait for the strategist or founder to tell you what the client needs
• Use AI tools occasionally rather than building them into how you work every day
• Need a mapped-out SOP for every conversation
• Avoid hard conversations or soften feedback until it's too late
• Struggle to manage multiple high-stakes relationships simultaneously

What Success Looks Like

• Your clients renew because they trust you and understand the results and value we delivered
• At-risk accounts get flagged and recovered before they churn
• The strategist never has to jump on a client call to put out a relationship fire
• Your portfolio grows because clients refer others and expand their own engagements
• You're operating more independently every month, not less

What We Are Looking For

Required:

• 3+ years in account management, customer success, or a senior client-facing role
• Proven track record retaining and growing client relationships over time
• Demonstrated ability to hold commercial conversations — pushing back on scope, managing timelines, delivering difficult news without damaging the relationship
• Conversationally fluent in HubSpot: lifecycle stages, pipeline logic, and reporting concepts
• Proficient with AI tools, specifically Claude, as a daily work accelerator — if you are not already building AI into how you work, this role is not the right fit

Strongly preferred:

• B2B services, agency, or consulting background
• Exposure to RevOps or CRM implementation projects
• You have built prompts, workflows, or systems using Claude or similar tools — bonus if you can show us something

Compensation

Base: CAD $40,000 – $50,000

RUM: 4% of monthly client revenue under management

At full capacity, total annual compensation is approximately CAD $95,000 – $110,000

10% 1st month referral rommission on any referral business from accounts you manage.

Days 1–30: base salary only. RUM begins day 31 as accounts are assigned. New client accounts are yours to lead from day 14.

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This is a full-time, remote role (40 hours per week). We expect availability during client business hours with response times under 3 hours during the workday.

Reports to: RevOps Strategist (Pod Leader)

Location: Canada (any province)

Perks: Flexible schedule, fully remote, performance-based upside with no ceiling

• 3+ years in account management, customer success, or a senior client-facing B2B role
• Demonstrated ability to retain and grow a portfolio of clients over time — not just maintain them
• Comfortable holding commercial conversations: scope pushback, timeline management, difficult news delivered without damaging the relationship
• Conversationally fluent in HubSpot — lifecycle stages, pipeline logic, reporting concepts — enough to hold your own with a senior client on a live call
• Proficient with AI tools, specifically Claude, as a daily work accelerator for drafting, prep, summarization, and problem-solving. If you are not already building AI into how you work, this role is not the right fit.
• Bonus: Experience in a B2B agency or consultancy, exposure to RevOps or CRM implementation projects, or you have built prompts, workflows, or personal systems using Claude or similar tools — show us something if so